Commercial Insurance Business Partner | Cape Town

SUMMARY:
Commercial Insurance Business Partner | Cape Town

POSITION INFO:

JOB PURPOSE
Assists in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for Business Insurance products or services.

RESPONSIBILITIES
Business Development
Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.
Customer Relationship Development / Prospecting

Customer Needs Clarification
Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision makers and influencers within the customer organization; gather and analyze relevant information; and gain agreement to a statement of customer requirements.

Sell Customer Propositions
Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer''''s needs, together with quantities and product configurations.

Sales Opportunities Creation
Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

Customer Relationship Management / Account Management
Develop and implement a customer contact plan to communicate product launches and engage the customers in relevant sales campaigns. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.

Customer Relationship Management (CRM) Data
Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organization has quality data to enable effective customer retention and business development activities OR Ensure that team members maintain up-to-date customer relationship management data, identifying and resolving issues.

Required
Matric/SAQA Accredited Equivalent (Essential)
Full FAIS accreditation (150 credits) (Essential)
RE 5 (Essential)
RE 1 (Advantageous)
3-6 years industry and commercial experience

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